Strategic Financial Leadership for Growing Businesses

Our accounting service ensures your business always has a clean, accurate, and up-to-date financial picture. We take the day-to-day accounting burden off your plate while setting up systems that scale with your growth. This includes:

• General Ledger Management – Accurate categorization of all transactions to maintain a reliable financial record.
   
• Monthly Reconciliations – Bank, credit card, and balance sheet reconciliations to ensure your numbers always tie out.
   
• Accounts Management – Coordination with AR/AP (invoicing, collections, bill payments, vendor tracking) to keep cash flow moving smoothly.
   
• Payroll Integration – Coordination with payroll providers to ensure wages, taxes, and benefits are properly recorded.
   
• Expense Tracking & Classification – Organizing costs for clean financial reporting and tax readiness.
   
• Monthly Financial Statements – Delivery of income statement, balance sheet, and cash flow statement so you know exactly where you stand.
   
• Compliance Readiness – Books kept to GAAP standards and audit-ready for tax filings, fundraising, or due diligence.
   

With this service, you’ll always know where your money is going, how your business is performing, and what story your numbers are telling—without getting lost in the details.

Our FP&A service goes beyond simple forecasting. We act as your dedicated financial planning and analysis partner, building a living financial model that evolves with your business. This includes:

• Comprehensive Forecasting – Revenue, expense, and cash flow projections built on real assumptions and updated as conditions change.
   
• Budgeting & Variance Analysis – Create and manage annual budgets, then track performance against plan to identify risks and opportunities.
   
• Scenario Planning – Model best-, base-, and worst-case outcomes so you’re always prepared to pivot.
   
• KPI Development & Tracking – Define the metrics that matter most and deliver dashboards that turn data into actionable insight.
   
• Board & Investor Reporting – Clear, professional materials that communicate your financial story with confidence.

With this service, you don’t just see your numbers—you understand them, manage them, and use them to make sharper strategic decisions.

Our tax service ensures your business stays compliant while minimizing liabilities and uncovering opportunities for savings. We handle the complex, ever-changing tax landscape so you can focus on growth. This includes:

• Tax Return Preparation & Filing – Federal, state, and local returns for corporations, partnerships, LLCs, and sole proprietors, filed accurately and on time
   
• Quarterly Estimated Tax Calculations – Ongoing monitoring and filing of estimated taxes to prevent underpayment penalties
   
• Sales & Payroll Tax Compliance – Preparation and submission of payroll, sales, and use tax returns, ensuring your business meets all deadlines
   
• Tax Planning & Strategy – Proactive strategies to reduce tax liabilities, optimize deductions, and align tax planning with your long-term business goals
   
• Multi-State & Industry-Specific Compliance – Support for businesses operating across states or with specialized tax needs, including industry incentives and credits
   

With this service, your business not only avoids compliance headaches but also unlocks smarter tax positioning that saves money year after year.